Client Services Executive
1 week ago
**About You**:
You are client-centric and have good attention to details. You love to work in a team and enjoy communicating with internal and external parties. You also have a good experience with Microsoft Office and doing reports on Excel is an easy feat.
**Key Responsibilities of the Job**:
2. Deal with St. James’s Place and 3rd Party Financial Institutions’ Policy Servicing
3. Under the guidance of Operations Manager and work closely with other CS Team members to provide quality service to Partners and client.
4. Participate in executing ad-hoc tasks; for example, improvements for regulatory purposes, reviewing and improvising internal processes
6. Work with UK Admin centers to ensure account is set up properly, fund invested and resolve account issues.
7. Take ownership to ensure processed information is accurately tracked in SalesForce, and documents are uploaded onto SharePoint or related systems.
8. Review and update team documents whenever necessary.
9. Generating weekly reports for the management team
10. Take on ad hoc duties and projects assigned by Operations Manager.
**Requirements of the Job**:
**Job Knowledge**:
- Problem assessment
- Spreadsheet preparation
- Report and document preparation
- Experience with Microsoft Office
- Records management
- Database creation
- Good oral and written communication
**Business Expertise**:
To ensure all processing is done, accuracy is imperative within the Compliance guidelines
**Nature and Scope of Impact**:
Regular contact with Partners, Partner Support Staff, Third Party Providers, UK Teams, etc are required
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